What you can build
Handover Briefs
Brief drafts that quote the actual sales calls, with stakeholders and risks pulled from transcripts.
Guide verification
A guide reads the calls with its customer — matched by the email on their record — as evidence an outcome happened.
Agent context
Agents search an account’s calls and read transcripts before drafting outreach or plans.
Risk surfacing
Timeline pressure, exec doubts and competitor mentions, straight from the transcript into the AI’s context.
Connect Gong
1
Open Connectors → Gong → Connect
Go to Connectors → Gong in Thread, click Connect, and sign in to Gong as an admin to approve the OAuth scope. Thread reads call metadata, transcripts and insights — recordings stay in Gong and play back from there.
2
Test the connection
Use the Test connection card on the connector page to confirm reads work end to end.
3
Wait a beat for matching
Thread links calls to accounts by the CRM deal on the call and by attendee email. New calls match once the transcript lands in Gong.
What Thread reads
All Gong access is read-only. Recordings stay in Gong.
Tips from the field
Link calls to opportunities
Gong calls connected to a CRM deal match more reliably than calls keyed by email alone.
Encourage rich naming
Call titles like “Discovery — Acme & Thread” beat “Sales call.” It’s what shows up in the brief.
Review before kickoff
Five minutes scanning the drafted Handover Brief against the calls saves twenty in the kickoff meeting.
Watch the risks panel
Timeline pressure, security gating and exec doubt are all worth catching before week one.
Troubleshooting
No calls on a new account
No calls on a new account
Calls match by the CRM deal on the call and by attendee email. If the call isn’t connected to the deal in Gong, or the CRM contact email doesn’t match the call attendees, links won’t form. Connect the call to the deal in Gong, or fix the contact email in your CRM.
Transcripts missing
Transcripts missing
Gong only generates transcripts for recorded calls, and processing can lag a few minutes after the call ends. If a recording is older than a day and still has no transcript, check the recording’s settings in Gong.
Connection failed
Connection failed
Confirm you have Gong admin permissions and that API access is enabled on the org. Reconnecting from Connectors → Gong issues a fresh token.
Next steps
Handover Briefs
See how call transcripts power the AI-drafted Handover Brief.
Outcomes and verification
How a call read serves as evidence for a guide’s outcome.